Baillie
Gifford ISA and PEP Transfers
Baillie Gifford ISA and PEP Transfers
Can
I transfer existing ISAs and PEPs to a Baillie Gifford ISA
or PEP?
You can transfer your existing ISAs to Baillie Gifford. If
you’re transferring an ISA from the current tax year,
it must be like for like i.e. a Maxi ISA can only be transferred
to a Maxi ISA, and a Mini ISA to a Mini ISA.
Must
I transfer each year’s ISA in its entirety or can I transfer
in smaller amounts to Baillie Gifford?
Baillie Gifford can only accept the transfer of sums realised
from the sale of the stocks and shares component of a Mini
or Maxi ISA.
Important
You can never have more than one Maxi ISA in any tax year
and you can only have Mini ISAs with different managers if
each Mini ISA is comprised of a different component: stocks
and shares, life insurance or cash.
For
further information on Baillie Gifford ISA and PEP Transfers
visit the Baillie Gifford website.
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